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13 results for Operations Manager Financial Services in Fallbrook, CA

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are looking for an Operations Administrator to support agent onboarding, licensing coordination, and contracting activities for a growing financial services organization. This position is ideal for someone who excels in a structured, high-volume environment and can keep multiple workflows moving with accuracy and professionalism. The role will work closely with internal partners and external stakeholders to help ensure documentation, case activity, and service expectations are handled efficiently. Candidates who are organized, responsive, and comfortable working across multiple systems will be well suited for this opportunity. Responsibilities:• Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers.• Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review.• Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms.• Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays.• Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready.• Use multiple carrier portals and follow each provider's procedures to submit information correctly and efficiently.• Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards.• Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration.
2026-05-13T00:00:00Z

Finance Manager

Newport Beach, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to oversee the financial operations and strategies within our organization. This role requires someone with strong attention to detail who can analyze business performance, identify opportunities for growth, and provide actionable recommendations to senior leadership. The ideal candidate will work collaboratively across departments to ensure alignment with our strategic goals. Responsibilities: • Analyze current business performance and identify areas for improvement or growth. • Develop and maintain comprehensive financial models to support decision-making processes. • Collaborate with senior management to provide actionable recommendations based on financial insights. • Lead the annual budget planning process, ensuring alignment with organizational objectives. • Perform variance analysis to track performance against budgets and forecasts. • Support strategic initiatives by evaluating their financial impact and feasibility. • Partner with cross-functional teams to ensure financial goals are integrated into operational plans. • Prepare and present detailed financial reports for stakeholders. • Monitor and refine budget processes to enhance accuracy and efficiency. • Ensure compliance with financial regulations and internal policies.
2026-05-27T00:00:00Z

Operations Coordinator

Carlsbad, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
A fast-growing biotech startup in Carlsbad is adding an Operations Coordinator to support leadership, internal teams, and day-to-day business operations during a major growth phase. This isn’t the kind of role where you’ll just sit behind a desk answering emails all day — the team needs someone who can jump in, stay organized under pressure, and keep things moving. If you’ve worked in a startup, life sciences, or fast-paced corporate environment before, you already know the type of person who succeeds here: adaptable, sharp, proactive, and able to figure things out without being micromanaged. What You’ll Be Doing<ul><li>Supporting leadership with scheduling, reporting, and operational coordination</li><li>Managing internal documentation, project tracking, and cross-functional communication</li><li>Coordinating meetings, onboarding logistics, and office operations</li><li>Assisting with vendor communication, purchasing requests, and administrative workflows</li><li>Preparing reports, spreadsheets, and internal presentations</li><li>Helping maintain organization during rapid company growth and expansion</li></ul>
2026-05-27T00:00:00Z

Operations Coordinator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position OverviewA leading financial services organization is seeking an Operations Coordinator to support day-to-day business operations, ensuring efficiency across administrative, client service, and internal workflow functions. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced, compliance-driven environment and enjoys working cross-functionally with operations, finance, and client services teams. The Operations Coordinator will serve as a key point of contact for internal stakeholders, helping streamline processes, manage documentation, support reporting needs, and maintain operational excellence across the organization. Key Responsibilities<ul><li>Coordinate and support daily operational activities across multiple business functions</li><li>Manage and maintain accurate records, documentation, and internal databases</li><li>Assist with client onboarding, account maintenance, and service requests</li><li>Support financial operations including invoice tracking, billing coordination, and reconciliation support</li><li>Prepare reports, dashboards, and operational summaries for leadership review</li><li>Track workflow status and ensure timely completion of operational tasks and deliverables</li><li>Communicate with internal teams (finance, compliance, client services, and leadership) to resolve issues and support process improvements</li><li>Maintain adherence to regulatory and internal compliance standards</li><li>Identify inefficiencies in processes and support implementation of improved workflows</li><li>Provide administrative support for meetings, scheduling, and project coordination as needed</li></ul>
2026-05-15T00:00:00Z

Financial Reporting Manager

Costa Mesa, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for an experienced Financial Reporting Manager to oversee and enhance the accounting and financial operations of our project in Costa Mesa, California. In this role, you will lead a team to ensure accurate financial reporting, maintain strong process controls, and deliver critical insights to support operational efficiency. This position requires a proactive leader who can manage audits, reconcile financial records, and collaborate with various stakeholders. Responsibilities: • Develop and implement accounting procedures, including robust internal controls, to ensure compliance and accuracy. • Lead, monitor, and assess the performance of accounting processes and team members. • Supervise the preparation of daily, monthly, quarterly, and annual journal entries, financial reports, and reconciliations. • Manage weekly payables, customer refunds, and ensure timely processing of transactions. • Conduct evaluations of operational software to identify opportunities for process improvements and system optimizations. • Coordinate internal and external audits, including inventory checks and compliance with established standards. • Monitor and enhance accounting systems to ensure they meet organizational needs and regulatory requirements. • Collaborate with clients, subcontractors, vendors, and auditors to address financial queries and ensure smooth operations. • Participate in project meetings to provide financial insights and support strategic decision-making. • Ensure achievement of daily and monthly key performance metrics to meet organizational goals.
2026-05-27T00:00:00Z

Financial Reporting Manager

Newport Beach, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting. Responsibilities: • Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making. • Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness. • Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners. • Review transaction structures to confirm alignment with established requirements, controls, and governing agreements. • Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements. • Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages. • Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
2026-05-11T00:00:00Z

Financial Reporting Manager

Irvine, CA
onsite
Temporary / Contract
90 - 110 USD / Hourly
We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. In this role, you will provide leadership and technical expertise in financial and regulatory reporting, ensuring compliance and supporting governance activities. Based in Irvine, California, this position offers an exciting opportunity to make an impactful contribution while collaborating with stakeholders at various levels. Responsibilities:• Oversee external financial reporting processes, including audit coordination and related governance activities.• Manage financial regulatory reporting and respond to examination inquiries.• Act as an advisor to bridge technical and regulatory matters between Accounting and Business Finance teams.• Contribute to the design and implementation of internal control and reporting enablement initiatives.• Collaborate with stakeholders to ensure smooth integration and operational efficiency.• Provide knowledge transfer and guidance to internal teams to enhance reporting capabilities.• Support compliance with regulatory standards and requirements, ensuring accuracy and timeliness.• Deliver results independently while maintaining high standards and accountability.
2026-05-22T00:00:00Z

Operations Assistant

La Jolla, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Our client is seeking a detail-oriented and dependable Operations Assistant to support daily business functions and help maintain efficient internal processes. This role is ideal for someone who enjoys administrative support, coordinating tasks across teams, and contributing to smooth day-to-day operations. Key Responsibilities:<ul><li>Provide administrative and operational support to internal teams</li><li>Assist with scheduling, reporting, data entry, and document management</li><li>Help coordinate workflow, track tasks, and support process efficiency</li><li>Maintain accurate records, files, and operational documentation</li><li>Communicate with internal departments and external contacts as needed</li><li>Support special projects and general office activities</li></ul>
2026-05-22T00:00:00Z

Operations Assistant

San Diego, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Our client is seeking a detail-oriented and proactive Operations Assistant to support daily business functions and help maintain efficient internal processes. This role is ideal for someone who enjoys administrative coordination, multitasking, and supporting a team in a fast-paced environment. Responsibilities:<ul><li>Assist with day-to-day operational and administrative tasks to support business functions. </li><li>Coordinate schedules, meetings, records, and internal documentation. </li><li>Support data entry, reporting, filing, and process tracking activities. </li><li>Communicate with internal departments and external contacts to ensure timely follow-up and task completion. </li><li>Help monitor workflows, maintain organized records, and support process improvements. </li><li>Provide general office support and assist with special projects as needed. </li></ul>
2026-05-22T00:00:00Z

Operations Administrative Coordinator

Oceanside, CA
onsite
Temporary / Contract
27 - 33 USD / Hourly
A high-volume hospitality group in Oceanside is seeking an Operations Administrative Coordinator to support executive leadership and daily operational workflows across multiple departments. This role is ideal for someone who thrives in dynamic environments and enjoys balancing administrative coordination, scheduling, reporting, and operational support responsibilities. The Operations Administrative Coordinator will act as a central point of communication between departments while helping ensure smooth day-to-day business operations. Primary ResponsibilitiesAdministrative & Operational Support<ul><li>Coordinate executive calendars, meetings, and operational schedules</li><li>Prepare reports, presentations, and internal documentation for leadership</li><li>Assist with payroll coordination, onboarding paperwork, and scheduling updates</li><li>Support operational departments with administrative tracking and reporting needs</li><li>Maintain organized records, contracts, and operational documentation</li></ul>Team & Office Coordination<ul><li>Coordinate communication between leadership, vendors, and operational teams</li><li>Assist with employee scheduling adjustments and administrative follow-up</li><li>Support office supply management and facility coordination</li><li>Help organize company meetings, trainings, and special events</li></ul>
2026-05-21T00:00:00Z

Office Manager

San Marcos, CA
onsite
Temporary / Contract
36 - 38 USD / Hourly
A growing professional services firm is seeking an experienced Office Manager to oversee administrative operations, team coordination, and day-to-day office functionality. This role is ideal for someone who enjoys building structure, improving workflows, and ensuring a business operates efficiently behind the scenes. The Office Manager will work closely with leadership and internal departments to support operations, employee coordination, vendor management, and office administration. In This Role, You Will<ul><li>Oversee daily office operations and administrative processes</li><li>Manage office vendors, supplies, facilities, and service providers</li><li>Support onboarding, scheduling, and employee coordination efforts</li><li>Assist leadership with reporting, documentation, and operational projects</li><li>Coordinate meetings, calendars, and internal communications</li><li>Maintain organized office systems and workflow processes</li><li>Support budgeting, invoice tracking, and administrative reporting</li><li>Identify opportunities to improve efficiency and organization across teams</li></ul>
2026-05-08T00:00:00Z

Office Manager

Poway, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
Our client is seeking an experienced and organized Office Manager to oversee daily office operations and support a productive, efficient workplace. Responsibilities:<ul><li>Oversee day-to-day office operations and ensure the office runs smoothly</li><li>Manage office supplies, vendor relationships, and facility-related needs</li><li>Coordinate schedules, meetings, and general administrative workflows</li><li>Support onboarding activities and assist with internal office procedures</li><li>Supervise front office functions and provide administrative support as needed</li><li>Maintain records, prepare reports, and assist with budgeting or expense tracking</li><li>Serve as a point of contact for internal staff and external visitors or partners</li><li>Identify and implement process improvements to enhance office productivity</li></ul>
2026-05-15T00:00:00Z

Office Manager

San Diego, CA
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are seeking a highly organized and proactive Office Manager to oversee daily office operations for a real estate organization based in San Diego, CA and ensure the workplace runs efficiently. The Office Manager will support administrative functions, coordinate office procedures, manage supplies and vendor relationships, and help create a productive and professional environment. Key Responsibilities<ul><li>Oversee daily office operations and administrative processes. </li><li>Manage office supplies, equipment, and vendor relationships. </li><li>Coordinate meetings, schedules, and office communications. </li><li>Support onboarding, filing, records management, and general administrative tasks. </li><li>Assist leadership with special projects and operational needs. </li><li>Maintain office policies and help ensure an organized, efficient workplace. </li><li>Additional tasks and special projects as needed</li></ul>
2026-05-19T00:00:00Z